The consensus memory trade rests on a single assumption: Chinese supply cannot arrive before the 2027 demand peak. That assumption is now carrying more weight than the evidence behind it. ChangXin Memory Technologies (CXMT) is reported to be running 8-high HBM3 at roughly 25% overall yield, around 30% through the front end, with only about
A $100 increase on a flagship phone looks like the memory shortage arriving in shops. It is closer to the opposite. Mobile DRAM and NAND contract prices have risen roughly fourfold since the fourth quarter of 2025, according to Counterpoint Research, while the headline price of a premium handset has moved by about 9%. Bloomberg’s
The assumption running through every memory desk this year is that a supplier in a shortage will take every yen the market offers. Kioxia has just broken it. On 9 September 2026 the Japanese NAND maker’s president and chief executive, Hiroo Ota, told Bloomberg that memory prices have risen enough, and that the company will
Updated 9 September 2026. Strategy (NASDAQ: MSTR) closed at $136.52 on 8 September, down 4.40% from a $142.80 previous close, on volume of 19.9 million shares (StockAnalysis). The stock has ranged between $81.81 and $365.21 over the past 52 weeks. Verdict: MSTR is no longer trading as a software company and only loosely as a
GoPro shares rose 183% in five trading sessions, from $0.5999 on 28 August to $1.70 on 4 September, after the action-camera maker announced it was merging with an optical-components company that supplies AI data centres. On Tuesday 8 September the stock gave back 12.4%, trading at $1.489 in the late morning in New York. Both
Every Bombardier price target you can look up this morning is out of date, and not by a little. President Donald Trump posted his demand that the Canadian planemaker build in the United States or stop selling there at 1:39 PM on Monday 7 September 2026 – a day when the Toronto Stock Exchange was
The textbook is unambiguous: gold pays no yield, so when real rates rise, gold falls. Eight days before a Federal Reserve meeting the market treats as a coin flip on a rate rise, gold trades at $4,405.50 an ounce and is up 22.4% over twelve months. Those two sentences are both true, and the tension
Lululemon’s new chief executive, Heidi O’Neill, has inherited falling comparable sales, weaker product demand and the company’s second full-year guidance cut in three months. According to Lululemon’s second-quarter results, revenue fell 4% year on year to $2.42 billion while comparable sales declined 9%.O’Neill began her role on September 8, days after the results sent Lululemon
Nokia is not a broken AI trade. It is a misclassified one. The shares have doubled over twelve months — $4.60 on 4 September 2025 to $10.03 on 4 September 2026, a gain of 118% — and are still up 55% year to date. Yet they sit 40.5% below the record close of $16.85 set
The story you will read about Bloom Energy this month is that S&P 500 inclusion validates the stock. It does not. Index membership is a flow event, not a fundamental one — and the uncomfortable fact for anyone using 21 September as a reason to buy is that Bloom’s 361% twelve-month gain, from $54.91 on